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David William Reichert

LPl Financial LLC

Murray, UT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
UT RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2024-12-04
  • UT RA
    APPROVED
    Since 2021-07-21

Branch Locations

300 E 4500 S, Murray, UT 84107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Murray UT 07/2010 07/2021
Various Insurance Carriers For W&R Insurance Agencies Salt Lake City UT 07/2010 Present
The Regent Salt Lake City UT 03/2014 03/2018
Rfp Inc Salt Lake City UT 11/2014 Present
Rfp Properties, Llc Salt Lake City UT 12/2018 Present
Rg Vista Llc Salt Lake City UT 07/2003 Present
Lpl Financial Llc Murray UT 07/2021 Present
  • 07/2010 → 07/2021
    Waddell & Reed, Inc
    Murray, UT
  • 07/2010 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Salt Lake City, UT
  • 03/2014 → 03/2018
    The Regent
    Salt Lake City, UT
  • 11/2014 → Present
    Rfp Inc
    Salt Lake City, UT
  • 12/2018 → Present
    Rfp Properties, Llc
    Salt Lake City, UT
  • 07/2003 → Present
    Rg Vista Llc
    Salt Lake City, UT
  • 07/2021 → Present
    Murray, UT
Previous Registrations
  • 2010-08-03 → 2021-07-21
    Waddell & Reed
    Clearfield, UT
    Scottsdale, AZ
    New York, NY
    Las Vegas, NV
    Murray, UT
    Cottonwood Heights, UT
Other Businesses

1) 08/03/2021- Reichert Wealth - DBA for LPL Business (entity for LPL business) - Reichert Wealth Sole owner - Inv Rel - At Reported Business Location(s) - Start: 07/2021 2) 08/03/2021 - RFP, Inc. - Business Entity For Tax/Investment Purposes Only - Sole Owner - Inv Rel - At Reported Business Location(s) - Start: 11/2014 3) 08/03/2021 - RG Vista, LLC - Business Entity For Tax/Investment Purposes Only - 1) Limited Partner - Non-Inv Rel - At Reported Business Location(s) - Start: 2003 4) 08/03/2021 - RFP, Inc. - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 11/2014 5) 08/03/2021 - RFP Properties LLC - Real Estate Rental - Owner - Inv Rel - 300 East 4500 South Murray, UT 84107 - Start: 12/2018 6) 08/03/2021 - Reichert Wealth - Non-Variable Insurance - Disability - Agent - Inv Rel - At Reported Business Location(s) - Start: 07/2021 - 5 Hr/Mth 7) 03/01/2022 - Reichert Wealth (DBA of RFP Inc) - Investment Related - At Reported Business Location(s) - Other - LLC for hunting land - Owner - Start Date - 02/16/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 8) 01/26/2026 - RG Insurance LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/21/2026 - 0 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-02
S63 Uniform Securities Agent State Law Examination 2010-04-16
  • S65 Uniform Investment Adviser Law Examination
    2010-08-02
  • S63 Uniform Securities Agent State Law Examination
    2010-04-16
Designations
Other Names
  • David Reichert

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